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579 hedge funds and large institutions have $11.1B invested in Evergy in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 252 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,856% more call options, than puts

Call options by funds: $61.2M | Put options by funds: $3.13M

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

8% more capital invested

Capital invested by funds: $10.3B → $11.1B (+$813M)

0.18% more ownership

Funds ownership: 82.51%82.69% (+0.18%)

0% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 65

0% less funds holding

Funds holding: 581579 (-2)

40% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 252

Holders
579
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
11.87%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.27%
New
65
Increased
152
Reduced
252
Closed
65
Calls
$61.2M
Puts
$3.13M
Net Calls
+$58.1M
Net Calls Change
+$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.67B -$177M -2,993,537 -10%
BlackRock
2
BlackRock
New York
$1.03B -$38.3M -646,732 -4%
State Street
3
State Street
Massachusetts
$709M -$19.8M -334,631 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$460M +$45.8M +773,429 +11%
American Century Companies
5
American Century Companies
Missouri
$293M +$262M +4,427,563 +848%
Renaissance Technologies
6
Renaissance Technologies
New York
$243M -$192M -3,246,100 -44%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$222M +$2.07M +34,978 +0.9%
Mitsubishi UFJ Trust & Banking
8
Mitsubishi UFJ Trust & Banking
Japan
$182M -$28.3M -477,062 -13%
Northern Trust
9
Northern Trust
Illinois
$168M -$7.64M -128,999 -4%
Franklin Resources
10
Franklin Resources
California
$164M -$6.17M -104,100 -4%
Legal & General Group
11
Legal & General Group
United Kingdom
$157M -$7.95M -134,258 -5%
N
12
Nuveen
North Carolina
$157M -$1.79M -30,195 -1%
APG Asset Management
13
APG Asset Management
Netherlands
$148M -$1.35M -22,775 -0.8%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$147M +$121M +2,038,371 +464%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$127M -$12.4M -209,001 -9%
Goldman Sachs
16
Goldman Sachs
New York
$124M -$22.2M -374,670 -15%
Morgan Stanley
17
Morgan Stanley
New York
$122M -$29.8M -503,181 -20%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$120M +$47.1M +795,490 +65%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$120M -$24.4M -411,981 -17%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$120M -$1.4M -23,719 -1%
Boston Partners
21
Boston Partners
Massachusetts
$119M -$3.21M -54,284 -3%
CS
22
Credit Suisse
Switzerland
$118M -$10.4M -175,290 -8%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$117M +$115M +1,945,067 +6,717%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$113M -$79.7K -1,345 -0.1%
Bank of Nova Scotia
25
Bank of Nova Scotia
Ontario, Canada
$112M -$1.34M -22,692 -1%

EVRG Hedge Fund Activity: Q2 2020 in Review

579 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2020, worth a combined $11.1B — up 7.9% from $10.3B a quarter earlier.

Fund positioning in EVRG was balanced in Q2 2020: 65 funds opened new positions, 65 closed out, 152 added to existing stakes and 252 trimmed.

The largest buyer was American Century Companies, adding an estimated $262M. The largest seller was Renaissance Technologies, cutting an estimated $192M.

  • 579 institutional investors held Evergy (EVRG) as of Q2 2020, down from 581 in Q1 2020.
  • Funds reported $11.1B of Evergy stock for Q2 2020, up 7.9% quarter-over-quarter.
  • 65 funds opened new Evergy positions in Q2 2020 and 65 closed out, a net change of 0 holders.
  • The largest Evergy buyer in Q2 2020 was American Century Companies, an estimated $262M added.
  • The largest Evergy seller in Q2 2020 was Renaissance Technologies, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2020.